JS
Jane Smith ▾
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Portfolio overview
Live prices refresh automatically for all investment positions.
Display in:
Net worth
$0
tracked assets
Life coverage
$0
total benefit (SGD)
Cash & savings
$0
liquid assets
Investments
$0
portfolio value
Retirement
$0
total saved
Net worth over time
Wealth allocation
Coverage analysis
Add data to see coverage gaps.
Life insurance
Track all policies, benefits, and beneficiaries.
Add policy
Health insurance
Deductibles, OOP maximums, and renewal dates.
Add plan
Cash accounts
Savings, checking, fixed deposits, emergency funds.
Add account
Investment positions
Live prices via Yahoo Finance — covers US & SGX ETFs, mutual funds, stocks, crypto, and more. No API key needed for prices.
Add position
ILP policies
Unit-level tracking with real NAV prices, transaction ledger, and automatic monthly fee deduction.
Add ILP policy
Reduces effective cost basis for capital gain calculation
Retirement accounts
401(k), IRAs, CPF, pensions, and more.
CPF (Singapore) balances
Add other retirement account
Client profile
Personal and financial details for this client.
Personal details
Financial profile
Goals & notes
Settings
Configure your proxy URL for live market prices and AI analysis.
AI Analysis — Anthropic API Key
Required for the AI analysis panel. Get your key at console.anthropic.com. Stored locally only.
☁ Cloud sync

Push and pull your portfolio data to/from your Cloudflare Worker (stored in KV). Keeps your iPad and desktop in sync. Use the same SYNC_TOKEN secret you set in your Worker.

Proxy URL — Yahoo Finance

This dashboard fetches prices through a small Cloudflare Worker proxy you deploy once for free. It covers US & SGX ETFs, mutual funds, stocks, crypto, forex — all via Yahoo Finance.

One-time setup (5 minutes):
1. Install Node.js if you don't have it — nodejs.org
2. Run in your terminal: npm install -g wrangler
3. Run: wrangler login — this opens Cloudflare in your browser (free account)
4. In the folder with your worker files, run: wrangler deploy
5. Copy the URL it gives you (looks like https://wealth-dashboard-proxy.YOUR-NAME.workers.dev)
6. Paste it below and click Save.

Ticker format guide
US stocks/ETFs: AAPL, VOO, QQQ, SPY, BND
SGX ETFs/stocks: ES3.SI, D05.SI, O39.SI, CLR.SI
Mutual funds: VFIAX, FXAIX, PRLAX (US-domiciled)
Crypto: BTC-USD, ETH-USD, SOL-USD, BNB-USD
FX pairs: Fetched automatically for USD/SGD conversion
Data management
AI analysis
Comprehensive review using live portfolio values.
Approved fund list — Inflation & rebalance
Enter the insurer-approved funds Claude can recommend. One fund per line. Leave blank to allow open-ended recommendations.
Quarterly report
Generate a printable portfolio review for your client.
Report settings
Market rates
Live interest rates, money market and central bank benchmarks.
🇸🇬 Singapore
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🇺🇸 United States
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🌐 Global central banks
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📋 What these mean
SORA — Singapore Overnight Rate Average. The key SGD interbank rate, published daily by MAS.
SGD T-Bill (6M) — Latest MAS 6-month T-bill cut-off yield. Used as SGD risk-free rate proxy.
Fed Funds Rate — US Federal Reserve target rate. Drives global liquidity and USD rates.
US T-Bills — Short-term US government yields. Proxy for USD money market returns.
US 10Y Treasury — Long-term benchmark. Rising yields = tighter financial conditions.
BOE / ECB / RBA — Bank of England, European Central Bank, Reserve Bank of Australia policy rates.